Hi, Paul.

PE> FM> Spoke to xxx re NTS but couldn't get hold of yyy re ZEX. I
PE> FM> believe NTS is more likely to move further, sooner (based on
PE> FM> both the drilling at nearby Julia Mining in Aus and the
PE> FM> prospects in Vietnam) and so I bought you 37/- NTS {at} 12.5.
PE> FM> That's  FM> that NTS & NTSO are the only stocks I've traded in today!>
PE> FM> $4,701.43 - do you want another couple of thousand to make it
PE> FM> closer to $5k if I can put them on the same order? (I calculated

PE> Yes, if you can.

I think I did that. Had to pay 13.

PE> FM> 37/- based on 13 cents, managed to get 12.5, should have raised it,
PE> FM> only realised just then.)

PE> Ok if you can't.

I think I did it. Oh BTW, I also *calculated* the brokerage - I don't
know if the system we have does it properly so I put on your percentage
rate. You will see that it was below the minimum (but, I think, wouldn't
have been if we bought at 13).

PE> FM> Oh BTW, this in Xiayi's name - I assume that's what you wanted?

PE> NO!  All trading is under my name now.  Ok if you can't change it though.

I think I did that too. Ignore the contract note in Xiayi's name, you
should get a new one (for 39/-) in your name.

Now if you're thinking that your favourite stockbroker doesn't know
what's happening, I've spent the whole day trying to match buyers and
seller in NTS & NTSO. I almost had the deal done but we were still a few
hundred thou short of buyers (but I was going to take those up myself
if we got the deal together) and a few tenths of a cent apart on price -
and that proved to be the stumbling block.

Then I had to spend some time talking to Jersey & Guernsey - this is a
deal you may be interested in future, very preliminary stages at the
moment. It's now a quarter past one and I haven't been to bed since 8am
Sunday. Fuck.

BTW, did you see TRY (Troy resources)? Close Friday {at} 70, traded today {at}
80. What a lot of people don't know is that TRY is actually drilling on
NTS's property, which they need to do to earn the 60% farm-in
arrangement they have with NTS. ie, NTS have 40% (will have, they've
got 100% now but the agreement with TRY allows them to earn their 60%)
and as soon as this becomes apparent to a few people you won't see the
stock for dust.

Now it seems likely to me that TRY's drilling results have leaked,
because they certainly haven't been announced. As soon as it's
appreciated by the market that NTS is in there - whoosha!

I won't say anything about Vietnam.

Regards, fIM.

PS. Tuesday. TRY actually got an ASX query yesterday as to why their
price had gone up so much. They replied today with the usual bland
answers, but included a whole heap of drilling results. Maybe that'll
push them even further and, hopefully, NTS will follow. FIM.

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@EOT:

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